Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRIAD WEALTH PARTNERS LLC | 07-18-2024 | 06-30-2024 | 1003 | 190,817,390 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | BROAD USD HIGH | 351 | $19,700 | 543 | 0.00 | 543 | +Inf | 06-30-2024 | |
| ISHARES INC | CORE MSCI EMKT | 352 | $19,378 | 362 | 0.00 | 362 | +Inf | 06-30-2024 | |
| SELECT SECTOR SPDR TR | SBI MATERIALS | 353 | $19,340 | 219 | 0.00 | 219 | +Inf | 06-30-2024 | |
| COGENT COMMUNICATIONS HLDGS | COM NEW | 354 | $19,302 | 342 | 0.00 | 342 | +Inf | 06-30-2024 |
